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《大行報告》里昂上調商湯-W(00020.HK)目標價至2.7元 維持「沽售」評級
阿思達克 04-11 10:15
里昂發表研究報告指,商湯-W(00020.HK)昨日「科技日」(10日)展示了其大規模語言模型「商量」SenseChat,並展示了各種生成式AI模型和各種配套應用程序。該行認爲,該產品演示超出了市場預期,特別是與內地同行相比。 該行提高對集團的收入預測,以反映到新的AI生成內容(AIGC)相關收入。目標價由2.2元上調至2.7元,但維持「沽售」評級。
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